Field Mastery Hub

Profile Updates

After creation (manual or bulk), agents can edit their profile anytime via ☰ (top-right), then Profile, then EDIT.

• Phone — contact details
• Email — login & notifications
• Address — starting point for route calculation
• Work Hours — routes only within set hours
• Days Off — weekends/regular off-days auto-respected
• Special Days — vacations/holidays are skipped automatically

Location Classification

Manage locations from ☰ (top-right). Search by name or address.

Routing logic: company-defined priorities using factors like volume, proximity, demographics, visit frequency, overdue status, store hours, sales trend, OOS risk, promo priority, competitor pressure, account tier, and SLAs. Routes are built around these rules.

Visit intervals by priority: Priority 1 every 2 weeks • Priority 2 every 4 weeks • Priority 3 quarterly (customizable).

Location Details

Card shows priority, last visit, linked contacts, company, and hours.

Appointments: mandatory date/time; route rebuilds around them.

Map & directions: open in your preferred maps app.

Main Screen

Start and manage the day from one place.

• Current date; Calendar shortcut
• Dashboard: active planned, completed, skipped (skipped re-route later)
• Starting point from profile (editable pre-start)

Start Your Day: activates geolocation, builds first route, logs start time.

Visit cards: priority, due/overdue, linked name, distance/ETA; actions: Skip, Create Visit, Map, Directions.

Visit Management

Log phone or on-site visits accurately.

• Top panel: Home, Back, Refresh, Submenu, Main Menu
• Verify: location name, ETA/arrival, address
• Types: Call (resets due; follow-up if needed) or In-person (resets due, updates geo, logs start/end, duration, type, status)

Menu Options

• Today’s Schedule, Calendar
• Notes, Tasks
• Profile, Settings & Password
• Support Tickets, Logout

Appointments

High-priority commitments that override regular routing.

• Considers priority, agent/store hours, due status, proximity, existing appointments
• Same-day adjusts immediately; future appears on the correct date

Create an Appointment

• Menu → Locations: open, then Create Appointment
• Menu → Calendar: Create Appointment → location, title, type (In-person adjusts geo; Telemarketing only time)
• During a Visit: Create Appointment for follow-up
• Timing: set a time/day or “Any Time” for best slot that day

Start the Day

1. Tap Start Your Day → confirm (irreversible; support ticket if accidental)
2. Start time is recorded in reports
3. Starting point from profile (adjust before start)
4. Geolocation captured and first route built

Next: dynamic dashboard; visit cards with priority, due status, linked name, distance/ETA; actions: Skip, Create Visit, Map/Directions. Appointments are locked-in.

Agent Task Creation

• During a visit: Create Task to log issues/opportunities in real time
• From a location profile: search → open → Create Task → add title, description, priority

Benefits: real-time capture, context, collaboration, unified reporting, agility in the field.

Agent Task Execution

1. Open task (Visit screen or Task module)
2. Work through up to 10 items; record info
3. Add notes as needed; mark Complete

Managers see itemized results & notes in real time. Benefits: structure, speed, accuracy, visibility, exports.

Photo Capture & Verification

• Photos taken from the visit screen are geo-tagged & time-stamped
• Validated when within 60 minutes of visit start
• Auto-linked to the visit record

Managers get proof of presence/time plus context for OOS, compliance, competitor activity, and store conditions.